If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
We will add additional information and images under these arrows.
Reviewing performed tasks
What if more products are added to the tasks created from a quote?
What if more products are added to the tasks created from a quote?
When extra products are added to the task which were not part of the quote, Variations have occurred appears above the profitability summary on the main page of the task - hovering the mouse over this notification will inform you that additional works have been added that are not part of the originally quoted works and must be toggled on to be invoiced.
What is the Re-apply sub-tasks button on the Work tab of the task?
What is the Re-apply sub-tasks button on the Work tab of the task?
The Re-apply sub-tasks button appears on I&T tasks when changes are made to the property assets serviced under these routines AFTER the task is created:
When the button is clicked, a pop-up will display the service tasks to be added or removed based on the changes to the property assets. Click Confirm to apply them.
Can field users on the app use the Re-apply sub-tasks button?
Can field users on the app use the Re-apply sub-tasks button?
The Re-apply sub-tasks is only available on the web and cannot be accessed from the app.
Why is an asset listed more than once on the Work tab?
Why is an asset listed more than once on the Work tab?
If an asset is linked to multiple routine services or levels on a single task, a separate service task is created for each routine and level, resulting in the asset appearing multiple times.
How is the Value column calculated on the tasks list?
How is the Value column calculated on the tasks list?
The task value is calculated based on performed billable items, including:
Invoiced amount from Fixed billing contracts on Billing tasks.
Any performed billable service tasks.
However, the task value is only updated overnight, so any items performed today will be reflected the next day. For more up-to-date information on task profitability, review the Task profitability and Task work in progress reports in Insights and Reporting.
Dispatching and closing the tasks
Is it necessary to create and publish a report before dispatching a task?
Is it necessary to create and publish a report before dispatching a task?
Reports are automatically created and published when the task is dispatched.
Why does the dispatch email say the service report is non-compliant?
Why does the dispatch email say the service report is non-compliant?
In some cases you may see mention of the service report being non-compliant in the dispatch email like the example below:
The compliance of the report is determined by the Report Failure Criteria on the report type. By default, any result marked as Fail or No Test will make the report non-compliant.
What can dispatching errors mean?
What can dispatching errors mean?
PartnerRateLimitExceeded: The accounting partner has received too many requests in a short period of time, please try again later.
Authorisation failure –(invalid_grant): This error occurs when a sync refresh token expires and can be fixed by disconnecting and the reconnecting the accounting partner.
PostDataInvalidException: Please reach out to [email protected] for further investigation.